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Institutional Shareholder Serv Client Service Manager in Norman, Oklahoma

This job was posted by https://okjobmatch.com : For more information, please see: https://okjobmatch.com/jobs/3084890 Institutional Shareholder Services\ \ Location: Norman, OK, US\ Type: Full time\ Req ID: JR_6968\ \ \

Lets be #BrilliantTogether

*Client Service Manager *

Advance your career with the leading provider of corporate governance and responsible investment solutions. Institutional Shareholder Services (ISS STOXX) empowers investors and companies to build sustainable financial and social value by providing high quality data, analytics, and insight. Our clients rely on ISS STOXXs expertise and capital stewardship to help them make informed investment decisions, and our people are equally passionate about positively impacting the communities where we live and work. If you want to be a part of an exciting work culture that values innovation, collaboration, and provides you with the support you need to make a difference, wed love to hear from you! Join our team at ISS STOXX!

We are seeking a Client Service Manager to join our Norman, OK team. A successful candidate will have an interest in financial operations and client service, and a desire to learn about corporate governance. You should develop strong working relationships with external clients, and product expertise to guide clients to better use ISS STOXXs products/services.

Client Service Managers are adaptable and efficient problem solvers who can lead cross-organization initiatives. Our clients span some of the world\'s foremost hedge funds, pension funds and other asset managers. This role should learn corporate governance and proxy voting services, learn clients businesses, and provide effective solutions.

Performance is based on a combination of factors including account renewal rates, client communication, operational efficiency, and facilitating upsell opportunities.

What You\'ll Do:

  • Achieve target renewal rate through outstanding client service
  • Act as a trusted advisor for clients and collaborate with ISS STOXX team to drive operational excellence
  • Serve as domain expert on ISS STOXX suite of proxy and corporate governance solutions
  • Own and manage client inquiry and issue resolution process, using SalesForce.com and other tools
  • Conduct calls with clients (health checks, training, relationship planning and review)
  • Identify accounts at risk and create plans to ensure revenue and client retention
  • Assess client reporting needs and coordinate report delivery
  • Perform Master Account List reviews and manage annual due diligence process for selected clients
  • Take ownership of operational support, including ballot and vote management, account maintenance, and vote report production
  • Maintain awareness of industry trends and communicate key developments to clients
  • Identify and communicate up-sell opportunities to sales team to assist in closing deals
  • Provide subject matter expertise in pre-sales/up-sell/on-boarding activities
  • Act as quarterback between client and internal teams for key initiatives and communicate market requirements to ISS business leaders

Why You\'ll Love Working for Us:

Medical/Dental/Vision/Life Insurance

Short and Long-term Disability Benefits

Paid Time Off (vacation, holiday, bereavement, family leave)

Retirement benefits

Employee Assistance Program\ \

PI240748732

\ \ Institutional Shareholder Services is an Equal Opportunity Employer and does not discriminate against any applicants for employment based on their race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, physical or mental disability, genetic information, veteran status, uniformed service member status, or any other status protected by law.

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